WIN TEAM INSURANCE SERVICES, INC.
Legal name: WIN TEAM ADVISORY SERVICES
CRD #136680 SEC #801-68877 IRVINE, CA 949-336-7300
SEC Registered
Total AUM
$56.6M
Discretionary
$56.6M
Employees
3
Clients
0
Accounts
155
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- Apr 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REGUERO, EDWARD, ANTHONY | I | DIRECTOR | NA | |
| REGUERO, EDWARD, ANTHONY | I | DIRECTOR | NA | |
| REGUERO, EDWARD, ANTHONY | I | DIRECTOR | NA | |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
| CRIST, DAVID, WINSTON | I | CHIEF COMPLIANCE OFFICER/PRESIDENT | E | Control |
Registrations
Federal
IA
Apr 30, 2025 REGISTERED
Notice Filings (1)
CA
Address
560 WALDIRVINE, CA 92618
United States
Phone: 949-336-7300